How to Use the Email Assistance Feature in Kylas CRM

How to Use the Email Assistance Feature in Kylas CRM

How to Use the Email Assistance Feature in Kylas CRM

Kylas CRM introduces Sherpa AI – Email Assistance, a powerful feature that helps users generate professional, structured, and personalized emails simply by providing a prompt. This saves time, improves communication quality, and ensures consistent messaging across your sales team.

This article will guide you through enabling the feature and using it effectively within leads.

Table of Contents

  1. Introduction

  2. Prerequisites

  3. How to Enable Email Assistance in Kylas CRM

  4. How to Use AI Email Assistance While Composing Emails

  5. Use Cases

  6. Benefits

  7. Conclusion

 Overview

The Email Assistance feature in Kylas CRM uses Sherpa AI to automatically generate high-quality email content based on user prompts. Whether you need a follow-up email, a meeting request, or a product explanation, the assistant can instantly craft polished emails, helping teams communicate better and faster.

Prerequisites

  • Before you start using this feature, ensure the following:

    • You must have Admin access to enable Sherpa AI settings.

    • Sherpa AI should be included in your CRM plan.

    • The Email feature must be activated in your Kylas account.

    • You should have permission to access Lead details and Email composing sections.

How to Enable Email Assistance in Kylas CRM

Follow the steps below to activate the feature:

Step 1: Navigate to CRM Settings

  1. Click on Settings from the top navigation bar of your Kylas CRM.

Step 2: Go to Sherpa AI

  1. Under the Settings menu, locate and open Sherpa AI.

Step 3: Enable Email Assistant 

  • Find the toggle labeled Email Assistance.

  • Enable the toggle to activate the feature for your CRM users.

Once enabled, all users with email access will be able to use the AI-powered assistant while composing emails.

How to use the AI email assistance while composing emails 

Once the feature is enabled, follow the steps below to generate emails using prompts:

Step 1: Navigate to a Lead

  • Go to the Leads module.

  • Open the lead for whom you want to send an email.

Step 2: Open the Email Composer

  • Click on Compose Email inside the lead details page.

Step 3: Provide Your Prompt

  • Inside the email composer, you will see an option to Write with AI using a prompt.

  • Type your prompt describing the type of email you need.

Example prompts:

  • “Write a follow-up email for a demo scheduled tomorrow.”

  • “Draft an email introducing our new pricing plans.”

  • “Write an apology email for delayed response.”

Step 4: Generate and Edit the Email

  • Sherpa AI will instantly create a complete email for you.

  • Review, edit if required, and click Send.


Use Cases

Use Case Example Prompt Outcome
Follow-Up Email “Write a follow-up email after yesterday’s demo.” A professional follow-up email is generated.
Meeting Request “Draft an email requesting a meeting on Wednesday morning.” A formal meeting request email gets created.
Proposal Submission “Compose an email to share a proposal PDF with the client.” A clean proposal-sharing email is generated.
Inquiry Response “Reply to a client asking about workflow automation features.” AI crafts a detailed product explanation response.
Apology Email “Write an apology email for delayed response.” A polite apology email is created.
Sales Introduction “Create an introductory email about our CRM product.” A well-structured product introduction email is ready.

Benefits

Benefit Description
Saves Time Craft complete, ready-to-send emails within seconds.
Ensures Consistency Maintains uniform messaging and tone across teams.
Improves Email Quality Generates professional, error-free, high-impact emails.
Boosts Productivity Sales reps can focus more on selling, less on writing emails.
Helps New Team Members Even beginners can write polished emails with ease.
Customizable You can edit the AI-generated content as per requirement.

Conclusion

The Email Assistance feature in Kylas CRM empowers teams to communicate smarter and faster. By enabling Sherpa AI, you can automate email writing and ensure your communication is always professional and impactful. With just a simple prompt, the system generates high-quality emails, saving time and boosting productivity across your organization.